member services / 03
numbers you can actually trust.
operator builds the data layer for its members: kpi scorecards, operating dashboards, monthly closeout audits, and money-leak reports. the numbers pull straight from your crm, your books, and your ad accounts — so nobody is filling a spreadsheet by hand, and nobody is arguing about whether the number is right.
outputs
scorecards · dashboards · audits · leak reports
sources
crm · quickbooks · ads · telephony
cadence
weekly scorecard · monthly audit
access
members — scorecard included · pipelines a la carte
a scorecard, and the plumbing under it.
most operators already have the data. it's split across a crm, quickbooks, an ad account, and three spreadsheets, and the person who assembles it is the only one who knows what it means.
we move that job into pipelines, put one definition on every kpi, and audit the result against the books every month.
kpi scorecards
company → department → kpi, in the shape a weekly meeting actually reads. every number has one definition, one owner, and one source.
operating dashboards
one screen per role — jobs in progress, estimates out, cash in, ad spend against booked work. no login tour across four tools to answer one question.
monthly closeout audits
a pass over the closed month that catches what bookkeeping missed: jobs finished but never invoiced, costs on the wrong job, invoices that never went out.
money-leak reports
receivables aging by job and adjuster, unbilled work sitting in the crm, and margin drift between the estimate, the actuals, and what was collected.
kpi pipelines
scheduled pulls from the crm, quickbooks, and the ad platforms — so the scorecard fills itself instead of waiting on a person and a spreadsheet.
four steps, then it runs without us.
start from the decisions
we ask which numbers change what you do on monday. those become the scorecard. everything else is a report you can open when you want it.
wire the sources
crm, quickbooks, ad accounts, telephony, spreadsheets that still matter. api where there is one, export pipeline where there isn't.
define each metric once
one written definition per kpi — what counts, what doesn't, when it lands. that definition is what the meeting argues from instead of the math.
audit it every month
the closeout audit runs against the books after the month closes. gaps come back as a list of jobs to fix, not a red number nobody can explain.
when a member wants the whole thing off the shelf instead of built to order, that's the scorecard moving into axial — the same scorecard, productized, with agents that read across the systems and take action. it comes with the subscription.
questions
what is a kpi scorecard for a restoration company?
A KPI scorecard is a single weekly view of the numbers that run the business, organized company → department → KPI: leads and booked jobs for sales, jobs in progress and cycle time for production, receivables and margin for finance. Each KPI has one written definition, one owner, and a target — so the weekly meeting spends its time on the numbers that are off, not on whether the numbers are right.
where does the data come from?
From the systems you already use. operator builds pipelines that pull from the CRM, QuickBooks, ad platforms, and phone systems on a schedule, then post the results to the scorecard and to Slack. Nobody retypes numbers into a spreadsheet, so the scorecard is current on meeting day whether or not anyone remembered to update it.
what is a monthly closeout audit?
A closeout audit is an automated pass over a closed month that compares the jobs in the CRM against the books. It flags work that was completed but never invoiced, invoices that were created but never sent, costs posted to the wrong job, and jobs whose final margin drifted from the estimate. The output is a list of specific jobs to correct — the money-leak report most owners find money in the first time they run it.
show us the number nobody trusts. →